AF
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Allworth Financial’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Allworth Financial’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.29M Buy
287,179
+17,735
+7% +$391K 0.03% 325
2025
Q4 		$5.95M Buy
269,444
+246,180
+1,058% +$5.44M 0.02% 329
2025
Q3 		$515K Buy
23,264
+11,123
+92% +$245K ﹤0.01% 886
2025
Q2 		$267K Buy
12,141
+7,811
+180% +$169K ﹤0.01% 1065
2025
Q1 		$93.8K Hold
4,330
– – ﹤0.01% 1261
2024
Q4 		$92.5K Buy
4,330
+3,352
+343% +$72.5K ﹤0.01% 1301
2024
Q3 		$21.7K Hold
978
– – ﹤0.01% 1854
2024
Q2 		$21K Hold
978
– – ﹤0.01% 1849
2024
Q1 		$20.9K Hold
978
– – ﹤0.01% 1748
2023
Q4 		$21.2K Buy
+978
New +$20.2K ﹤0.01% 1620

Other funds holding IBDV

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ACA
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return